With crores of Indians hooked to their screens to watch ICC Cricket World Cup matches, we reached out to smallcase managers to find parallels between the two worlds of sports and investing. Edited excerpts from a chat with Arvind Kothari, smallcase manager & Founder of Niveshaay: Unlock Leadership Excellence with a Range of CXO Courses … Read more
“Most retail direct investors have missed the rally from April 2023 till date. And hence must avoid FOMO,” says Jiten Parmar, Co-Founder, of Aurum Capital. In an interview with ETMarkets, Parmar said: “Invest with a margin of safety and only in companies which have valuations on our side and where Corporate Governance is good” Edited … Read more
Independent directors have come under a great deal of attention in the past few years. In India, the trend started with the Satyam fraud, where independent directors were seen to have failed spectacularly to do what they were supposed to do. The Satyam case study was India’s contribution to the rich literature on corporate failures … Read more
By Tim Quinson The makeup of a company’s board, believe it or not, can have a meaningful impact on a company’s performance. For example, companies that have the same person serving as both chairman and chief executive typically report about an 80 basis-point lag in return on assets, according to an analysis by Bloomberg Intelligence. … Read more
Turkey’s role in the growing clash between Armenia and Azerbaijan—two countries Moscow regards as within its sphere of influence—is adding a new element to a string of proxy fights pitting Turkey and Russia against each other and challenging Russia’s longstanding policy of neutrality over the simmering conflict. Roughly the size of Delaware, the province of … Read more
HONG KONG—At least five organizations say they won’t help companies audit their supply chains in China’s Xinjiang region, where human-rights activists say a police-state atmosphere and government controls make it too difficult to determine whether factories and farms are relying on forced labor. China’s increasingly repressive tactics in the northwestern region, where large numbers of … Read more